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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,725 | $70,418-39.3% | $96,570-55.8% | $85,847-50.2% |
| Participation rate | 58.3% | 61.8%-3.5pp | 69.8%-11.5pp | 69.3%-11.0pp |
| Annual return | 9.76% | 18.59%-8.8pp | 37.79%-28.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $782 | $1,413-44.7% | $2,357-66.8% | $2,565-69.5% |
| Participant deferral / active EE | $1,722 | $2,894-40.5% | $3,849-55.3% | $3,952-56.4% |
| Admin fee / account holder | $620 | $4,995-87.6% | $6,182-90.0% | $6,261-90.1% |